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Manager - Company Secretary-CPT

Apex GroupCape Town, ZA

30+ days ago

Job description

Job title : Manager - Company Secretary-CPT

Job Location : Western Cape, Cape Town

Deadline : October 31, 2025

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The Role & Key Responsibilities :

Coordination with Senior Management in SA and Jersey to assist and coordinate workflows and planning for the team;

Ensuring the team has a strong structure as it grows and that roles are responsibilities are clearly defined and agreed;

Assisting the team with new structure and client take on;

Participate with and take responsibility for client care focus and take lead CRM for certain clients;

Ensuring that the client service delivery of the team is carried out to the highest level, driving deadline delivery and ensuring in adherence with client specific and Apex procedures;

Review of Company Secretarial and administrative work done by team as appropriate;

Providing technical support to the team;

Joining client calls;

Dealing with intermediaries;

Encourage strong cross country relationships with teams and maintain relationships with other jurisdictions ensuring feedback is received on performance of team members;

Assist with billing cycle (reviewing timesheets, reviewing invoices raised and ensuring aligned to fee reviews, WIP analysis, ensuring debtors are collected);

Reviewing transaction documentation where necessary;

Support with on-boarding of new investors / clients for the AML process;

Pro-actively embed adherence of all operational frameworks within your teams by enforcing operational discipline through repeated use of procedures and checklists;

Identify team training needs and arrange training sessions as appropriate;

Maintaining oversight of day-to-day operations of team portfolio’s and ensuring all team members respond to clients' queries in a timely manner;

Attendance when required at client board meetings and the subsequent drafting of complex minutes;

Taking the lead on internal projects where required;

General daily tasks of the team include but not limited to; payments, transactions, CoSec, Corp Gov, Board packs, client & investor communications, billing, AML / DD / KYC, reviews, FATCA, CRS.

Skills Required :

Professional qualifications – LLB, BCom LLB.

Admitted Attorney is relevant for the position;

Post articles experience and strong administrative skills;

Hold a professional qualification such as ICSA, CSSA or equivalent;

7 years of relevant industry / specialist experience in administration of trusts and working with corporate entities;

High level of integrity and trust with confidential information;

A proven record of commitment to professional and client services excellence;

A minimum of 5 years trust or funds experience in a professional environment;

Knowledge of offshore regulatory requirements;

Proficient user of Microsoft Office suite;

Support the company in delivering excellent service;

Impeccable written and oral communication skills;

Excellent organizational and prioritizing skills;

Motivated and driven;

Excellent attention to detail and high levels of accuracy;

Strong team player.

End Date : October 31, 2025

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Manager • Cape Town, ZA

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